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Ford Motor Co. Message Board

Shaggy_Dawg 4 posts  |  Last Activity: Sep 11, 2014 1:46 AM Member since: Nov 5, 1998
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  • Reply to

    Why I own Ford (F)

    by deregedo Sep 9, 2014 1:15 PM
    shaggy_dawg shaggy_dawg Sep 11, 2014 1:46 AM Flag

    "Ford is getting away from having forklifts deliver any parts stock to the assembly line. They will be "Fork Free Zones"
    So.. What wil they use instead to move parts? First picture that popped in my head was people using wheel barrows or carts and then loading an elevator from the carts to carry things higher Second, better thought is maybe there is now no need to carry things higher (the places parts will be going are lower than they were before). Or....? Just curious.


  • Reply to

    Behind the Numbers

    by questinator Sep 9, 2014 4:59 PM
    shaggy_dawg shaggy_dawg Sep 11, 2014 1:34 AM Flag

    Johny- I hadn't thought about reducing rust with aluminum ( living in TX for 30 years, where rust is simply not a problem). Maybe the MS analysts are non-drivers taking taxis in Manhattan, so they don't have the maintenance issues with road-salt-in-winter and the rust that then pops up on steel that other northerners see?


  • Reply to

    Behind the Numbers

    by questinator Sep 9, 2014 4:59 PM
    shaggy_dawg shaggy_dawg Sep 11, 2014 1:27 AM Flag

    Thanks. (1) Profit margin trumps market share, so reducing retail fleet sales if competitors are selling for too little makes sense. Sales of commercial fleets and police interceptors are higher margin than the retail (airport rental) fleets, and they are not being cut back, I'd assume. (2) Looks like they are managing the temporary plant downtime due to F-150 plant re-toolings through dealer inventory management. That also translates into no excess discounting??

    Good post as usual, Q.


  • Reply to

    third pull back

    by jeffegg2 Sep 5, 2014 2:30 AM
    shaggy_dawg shaggy_dawg Sep 11, 2014 1:16 AM Flag

    Is there an Inverse Head-and-shoulders? What month or week is the head. as I'm not sure how to find it.

    Some guesses about MS-- They don't want F to go above $18 yet, think F is within striking range of that, so are "jawboning" to keep it down, prhaps told a fund they advise to get out a bit ahead of their announcement, to sweeten the shorting party.

    yes, some analysts do pretend that a temporary cost is permanent, thinking here of the temporary costs from drastic re-tooling of certain Ford plants to make the new, higher mpg F-150s. Yes, the downtime means nothing is made at those plants during the change-around, but that's temporary. Yes, some competitors will copy to the extent things are not covered by patents, but they clearly have not started on the several-year program needed to do that. What kind of patents are on the alloys and reinforcing structur to make the aluminum bodies stonger?

    Plus, F the stock has a dividend advantage that beats short-term Treasuries and is equivalent in yield to a basket of selected longer term US Treasuries. That's , a plus that gos on steroids if the supply of Treasuries offered for purchase goes down, st the same time demand for them rises (example:shrinking budget deficit can reduce supply as the govt sells fewer bonds, while the international demand for them increases lower rates on Gerrman bonds make the higher rates on US Treasuries look more desirable)

    Check Forbes August issues for an article on ten reasons why keeping any long-term US Treasuries, not selling them, is perhaps a good investment. Much of what the article says applies, as wel,l to stocks with sustainable dividends of a competitive size to Treasury yields..


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